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BarevClub/packages/db/prisma/migrations/20261021190000_sales_crm/migration.sql
T
zabudko-ruandClaude Opus 5.5 ac786cc5cc Backoffice stage 4: partners (agencies, venues) and sales CRM
- CRM: configurable pipeline (default: New → Contact → Meeting → Negotiation →
  Connected / Lost), drag-and-drop board, lead card with call/meeting/note history,
  photos and files, tasks with Telegram reminders at the due time, map of venues
  (OpenStreetMap via Leaflet), lost reason. Sales reps see only their own leads.
- "Connected" in one click: a venue becomes a club card partner with a one-time
  owner link to the work bot; an agency gets a code and a client link. The sales rep
  is recorded on the partner for the bonus.
- Sales bonus formula in settings (per venue, per agency, % of revenue from the
  rep's agency clients for N months); defaults are 0 until the owner sets them.
- Agencies (superadmin): clients, gift subscriptions, reward by month, payouts,
  client link, edit. Venues: offers by membership level (5 languages), staff,
  card checks, 8-week activity, owner link, map point.
- Schema: SalesStage/SalesLead/SalesActivity/SalesTask; salesId on Agency and
  Partner; lat/lng/phone/note on Partner; agencyId on Payout.
- Tests for stage rules, conversion, task reminders and bonus; dev:crm-demo.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-10-21 03:02:03 +04:00

141 lines
5.0 KiB
SQL

-- CreateEnum
CREATE TYPE "SalesLeadKind" AS ENUM ('VENUE', 'AGENCY');
-- CreateEnum
CREATE TYPE "SalesStageKind" AS ENUM ('OPEN', 'WON', 'LOST');
-- AlterTable
ALTER TABLE "Agency" ADD COLUMN "note" TEXT,
ADD COLUMN "salesId" TEXT;
-- AlterTable
ALTER TABLE "Partner" ADD COLUMN "lat" DOUBLE PRECISION,
ADD COLUMN "lng" DOUBLE PRECISION,
ADD COLUMN "note" TEXT,
ADD COLUMN "phone" TEXT,
ADD COLUMN "salesId" TEXT;
-- AlterTable
ALTER TABLE "Payout" ADD COLUMN "agencyId" TEXT;
-- CreateTable
CREATE TABLE "SalesStage" (
"id" TEXT NOT NULL,
"name" TEXT NOT NULL,
"kind" "SalesStageKind" NOT NULL DEFAULT 'OPEN',
"sortOrder" INTEGER NOT NULL DEFAULT 0,
"color" TEXT NOT NULL DEFAULT 'blue',
"active" BOOLEAN NOT NULL DEFAULT true,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "SalesStage_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "SalesLead" (
"id" TEXT NOT NULL,
"kind" "SalesLeadKind" NOT NULL,
"name" TEXT NOT NULL,
"category" TEXT,
"contactName" TEXT,
"phone" TEXT,
"telegram" TEXT,
"address" TEXT,
"lat" DOUBLE PRECISION,
"lng" DOUBLE PRECISION,
"stageId" TEXT NOT NULL,
"stageChangedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"ownerId" TEXT,
"note" TEXT,
"lostReason" TEXT,
"partnerId" TEXT,
"agencyId" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "SalesLead_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "SalesActivity" (
"id" TEXT NOT NULL,
"leadId" TEXT NOT NULL,
"authorId" TEXT,
"type" TEXT NOT NULL,
"text" TEXT,
"fileKey" TEXT,
"fileName" TEXT,
"mime" TEXT,
"size" INTEGER,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "SalesActivity_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "SalesTask" (
"id" TEXT NOT NULL,
"leadId" TEXT,
"assigneeId" TEXT NOT NULL,
"title" TEXT NOT NULL,
"dueAt" TIMESTAMP(3) NOT NULL,
"doneAt" TIMESTAMP(3),
"remindedAt" TIMESTAMP(3),
"createdById" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "SalesTask_pkey" PRIMARY KEY ("id")
);
-- CreateIndex
CREATE INDEX "SalesLead_ownerId_stageId_idx" ON "SalesLead"("ownerId", "stageId");
-- CreateIndex
CREATE INDEX "SalesActivity_leadId_createdAt_idx" ON "SalesActivity"("leadId", "createdAt");
-- CreateIndex
CREATE INDEX "SalesTask_assigneeId_doneAt_dueAt_idx" ON "SalesTask"("assigneeId", "doneAt", "dueAt");
-- CreateIndex
CREATE INDEX "Payout_agencyId_createdAt_idx" ON "Payout"("agencyId", "createdAt");
-- AddForeignKey
ALTER TABLE "Agency" ADD CONSTRAINT "Agency_salesId_fkey" FOREIGN KEY ("salesId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Partner" ADD CONSTRAINT "Partner_salesId_fkey" FOREIGN KEY ("salesId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Payout" ADD CONSTRAINT "Payout_agencyId_fkey" FOREIGN KEY ("agencyId") REFERENCES "Agency"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "SalesStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_partnerId_fkey" FOREIGN KEY ("partnerId") REFERENCES "Partner"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_agencyId_fkey" FOREIGN KEY ("agencyId") REFERENCES "Agency"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesActivity" ADD CONSTRAINT "SalesActivity_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "SalesLead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesTask" ADD CONSTRAINT "SalesTask_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "SalesLead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "SalesTask" ADD CONSTRAINT "SalesTask_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "AdminUser"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- Воронка по умолчанию (по ТЗ): Новый → Контакт → Встреча → Переговоры → Подключён / Отказ; суперадмин меняет в CRM
INSERT INTO "SalesStage" ("id", "name", "kind", "sortOrder", "color") VALUES
('stg_new', 'Новый', 'OPEN', 0, 'blue'),
('stg_contact', 'Контакт', 'OPEN', 1, 'learn'),
('stg_meeting', 'Встреча', 'OPEN', 2, 'docs'),
('stg_talks', 'Переговоры', 'OPEN', 3, 'perks'),
('stg_won', 'Подключён', 'WON', 4, 'home'),
('stg_lost', 'Отказ', 'LOST', 5, 'pink');